Range

The page explains how a 1031 exchange can defer capital gains taxes for investment property portfolios.

2023 Year-End Tax Tips: A checklist for wrapping up the year in taxes.2023 Year-End Tax Tips: A checklist for wrapping up the year in taxes.

The page offers gift suggestions for people who are difficult to shop for.

The page explains what annuities are and considers whether they are a good investment.

Personalized financial planning solutions for a fraction of the cost that traditional CFPs charge

Range offers wealth management services from Certified Financial Planners and unified financial management through a platform.

Range is named to the 2026 WealthTech100, which recognizes wealth technology companies. The company is recognized for AI algorithms that generate thousands of projections and calculate multiple scenarios for wealth management clients.

Apr 2026 · Fintech GlobalNews article

Range raises an oversubscribed $60 million Series C led by Scale Venture Partners, bringing its total funding to more than $100 million. The AI-driven wealth management company says it will use the proceeds to accelerate AI development, expand on the West Coast, and advance broker-dealer services.

Nov 2025 · RangeNews article

Cathay Innovation explains its decision to lead Range's $28 million Series B financing. Range is an AI-powered wealth management platform with more than 1,000 high-net-worth members and advises nearly $3 billion in assets.

Nov 2024 · Cathay InnovationNews article

AI wealthtech company Range raises a $28 million Series B led by Cathay Innovation, bringing its total funding to $40 million. The round also includes Gradient Ventures, 8-Bit Capital, Red Sea Ventures, Hanwha, 10x Capital, and Gaingels.

Nov 2024 · PR NewswireNews article